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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667 | Investment Management | $108,839 |
Filed as: SCWHAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $94,052 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $496,995 | $52,303+850.2% | $178,510+178.4% | $73,415+577.0% |
| Participation rate | 96.6% | 65.3%+31.2pp | 81.9%+14.6pp | 72.2%+24.4pp |
| Annual return | 16.18% | 34.76%-18.6pp | 151.13%-134.9pp | 59.30%-43.1pp |
| Employer contribution / active EE | $46,135 | $1,737+2556.7% | $5,011+820.6% | $2,234+1965.3% |
| Participant deferral / active EE | $3,039 | $2,334+30.2% | $5,202-41.6% | $3,806-20.2% |
| Admin fee / account holder | $444 | $127+248.6% | $13,988-96.8% | $158+181.2% |